IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$219K
3
+$205K
4
ODP icon
ODP
ODP
+$172K
5
T icon
AT&T
T
+$151K

Top Sells

1
+$212K
2
+$90.6K
3
+$80.8K
4
AFL icon
Aflac
AFL
+$71.6K
5
DD icon
DuPont de Nemours
DD
+$42.6K

Sector Composition

1 Technology 23.8%
2 Industrials 20.67%
3 Financials 12.94%
4 Consumer Staples 10.6%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 13.94%
155,489
2
$13.1M 8.35%
98,731
3
$11.3M 7.22%
272,693
-500
4
$4.59M 2.93%
19,781
-50
5
$3.82M 2.44%
32,474
-125
6
$3.09M 1.97%
56,692
+116
7
$2.99M 1.9%
15,440
8
$2.83M 1.8%
7,433
-40
9
$2.43M 1.55%
17,475
-50
10
$2.39M 1.53%
159,395
11
$2.3M 1.46%
80,359
+5,296
12
$1.94M 1.23%
56,788
+492
13
$1.92M 1.22%
8,920
14
$1.9M 1.21%
4,880
15
$1.83M 1.17%
22,788
16
$1.8M 1.15%
23,723
+260
17
$1.79M 1.14%
13,735
+150
18
$1.69M 1.08%
57,982
-50
19
$1.64M 1.05%
40,141
+2,550
20
$1.61M 1.03%
12,437
-1,640
21
$1.57M 1%
14,035
+100
22
$1.53M 0.97%
22,192
23
$1.51M 0.96%
30,594
+1,984
24
$1.45M 0.92%
13,523
-50
25
$1.44M 0.92%
37,982
-234
1
2 3 4 5